JWA
TLT icon

JFS Wealth Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

JFS Wealth Advisors’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-863
Closed -$74.8K – 2295
2026
Q1 		$74.8K Sell
863
-756
-47% -$66.5K ﹤0.01% 446
2025
Q4 		$141K Sell
1,619
-2,914
-64% -$261K 0.01% 356
2025
Q3 		$405K Buy
4,533
+2,640
+139% +$231K 0.02% 247
2025
Q2 		$167K Buy
1,893
+950
+101% +$82.8K 0.01% 312
2025
Q1 		$85.8K Buy
943
+555
+143% +$49.4K 0.01% 385
2024
Q4 		$33.9K Sell
388
-648
-63% -$59.6K ﹤0.01% 532
2024
Q3 		$102K Sell
1,036
-21
-2% -$2.02K 0.01% 364
2024
Q2 		$97K Buy
1,057
+208
+24% +$19K 0.01% 315
2024
Q1 		$80.3K Sell
849
-684
-45% -$64.7K 0.01% 355
2023
Q4 		$152K Buy
1,533
+1,014
+195% +$91.6K 0.01% 255
2023
Q3 		$46K Buy
519
+385
+287% +$37K ﹤0.01% 387
2023
Q2 		$13.8K Buy
+134
New +$13.9K ﹤0.01% 627
2022
Q1 		– Sell
-67
Closed -$10K – 1966
2021
Q4 		$10K Hold
67
– – ﹤0.01% 690
2021
Q3 		$10K Buy
+67
New +$9.95K ﹤0.01% 646
2020
Q4 		– Sell
-67
Closed -$11K – 623
2020
Q3 		$11K Buy
67
+26
+63% +$4.31K ﹤0.01% 396
2020
Q2 		$7K Buy
+41
New +$6.75K ﹤0.01% 411
2019
Q3 		– Sell
-1,000
Closed -$133K – 536
2019
Q2 		$133K Buy
+1,000
New +$127K 0.03% 163

Other funds holding TLT

FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return
FWA
FORM Wealth Advisors Lake Geneva, Wisconsin $909M AUM
CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return